Schwartz Legacy Planning is a specialized estate planning law firm dedicated to helping families in South Carolina and Maryland protect their loved ones from court proceedings and family conflict. Founded by Casey Schwartz, a mother and attorney deeply committed to life and legacy planning, the firm stands out for its compassionate, client-centered approach that transforms a traditionally transactional legal process into an empowering, relationship-based experience.
The firm prepares growing families for life’s changes with unique systems that provide ongoing guidance, a service previously available only to the super-wealthy. They focus on parents raising children, caregivers of aging parents, and individuals building wealth who seek confidence that their choices will prevent future messes and ensure their children are raised by chosen guardians. Their process emphasizes clarity, accessibility, and continuous support to keep plans updated through life’s transitions.
Services Offered
- Estate Planning
- Kids Protection Plan®
- Family Wealth Planning Session
- Probate
- Life and Legacy Planning
- Trust Creation
- Will Drafting
- Guardianship Designation for Minor Children
- Estate Plan Maintenance and Updates
- Legal Guidance for Financial Decision-Making
- Personal Family Lawyer® Services
Schwartz Legacy Planning serves families across South Carolina and Maryland, offering personalized support in English. The firm is distinguished by its complimentary 15-minute consultations and educational workshops, such as Wine & Wills, designed to make estate planning accessible and understandable for busy parents and caregivers.
